UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$432M
2
+$388M
3
+$264M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$228M
5
AVGO icon
Broadcom
AVGO
+$220M

Top Sells

1
+$2.71B
2
+$526M
3
+$481M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$461M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$380M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4026
$323K ﹤0.01%
2,982
+902
4027
$323K ﹤0.01%
13,014
-445
4028
$323K ﹤0.01%
98,392
-6,108
4029
$322K ﹤0.01%
10,947
-2,396
4030
$322K ﹤0.01%
6,766
-660
4031
$322K ﹤0.01%
25,269
+6,038
4032
$322K ﹤0.01%
4,925
-13,257
4033
$320K ﹤0.01%
28,145
-10,945
4034
$320K ﹤0.01%
19,506
-17,601
4035
$320K ﹤0.01%
8,589
-5,932
4036
$320K ﹤0.01%
24,305
-269,962
4037
$319K ﹤0.01%
10,843
+4,286
4038
$318K ﹤0.01%
15,233
-47,130
4039
$318K ﹤0.01%
37,199
+2,640
4040
$318K ﹤0.01%
937
-2,546
4041
$317K ﹤0.01%
10,291
-9,542
4042
$317K ﹤0.01%
16,451
-124,883
4043
$317K ﹤0.01%
616
+94
4044
$316K ﹤0.01%
9,241
-14,189
4045
$316K ﹤0.01%
65,819
+4,510
4046
$315K ﹤0.01%
27,017
-25,405
4047
$315K ﹤0.01%
18,372
-45,000
4048
$315K ﹤0.01%
31,846
+1,598
4049
$315K ﹤0.01%
20,852
+11,027
4050
$314K ﹤0.01%
25,781
+13,546
160 161
162
163 164